UBWV

United Bank (West Virginia) Portfolio holdings

AUM $252M
1-Year Est. Return 13.14%
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.45M
3
+$1.62M
4
T icon
AT&T
T
+$698K
5
PM icon
Philip Morris
PM
+$622K

Top Sells

1
+$6.46M
2
+$5.78M
3
+$3.91M
4
NFG icon
National Fuel Gas
NFG
+$798K
5
OC icon
Owens Corning
OC
+$757K

Sector Composition

1 Technology 27.8%
2 Financials 18.48%
3 Energy 13.65%
4 Industrials 8%
5 Healthcare 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.76%
22,248
27
$1.86M 0.73%
10,116
-332
28
$1.67M 0.66%
26,198
-189
29
$1.65M 0.65%
16,828
-1,800
30
$1.46M 0.58%
20,628
31
$1.43M 0.56%
57,112
-19,656
32
$1.35M 0.53%
11,906
-60
33
$1.27M 0.5%
31,615
-4,714
34
$1.15M 0.45%
4,593
-145
35
$930K 0.37%
9,565
+581
36
$917K 0.36%
17,844
-3,720
37
$893K 0.35%
17,194
38
$888K 0.35%
10,046
-65,378
39
$798K 0.31%
14,725
+9,398
40
$777K 0.31%
7,056
+779
41
$766K 0.3%
29,682
+457
42
$742K 0.29%
10,505
-413
43
$738K 0.29%
8,720
44
$676K 0.27%
6,984
-464
45
$666K 0.26%
10,000
46
$639K 0.25%
17,055
-640
47
$635K 0.25%
5,095
+159
48
$629K 0.25%
7,540
-553
49
$608K 0.24%
12,772
+257
50
$603K 0.24%
67,725
1
2
3 4 5